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- Tasks: Be the essential link between Financial Advisers, Paraplanners, and clients, ensuring smooth advice processes.
- Company: Join a rapidly growing IFA firm with industry-leading professionals and strong backing.
- Benefits: Enjoy a competitive salary, hybrid working, generous holiday, and excellent career progression.
- Why this job: Make a real impact in financial services while developing your skills in a supportive environment.
- Qualifications: Experience in financial administration and a keen eye for detail are essential.
- Other info: Dynamic team culture with opportunities for personal and professional growth.
The predicted salary is between 22000 - 28000 £ per year.
This IFA Client Services Associate role is within a national IFA firm. You will be the vital link between the Financial Advisers, Paraplanners and clients. Your role will be to oversee the advice process, ensuring it runs smoothly from start to finish, by producing accurate, timely and well presented client information to all parties.
Duties will include:
- Preparing for client meetings
- Ensuring data is accurate
- Ensuring reports, forms and review documentation are fully completed
- Liaising with providers
- Liaising across departments to identify and rectify any gaps or inconsistencies
To be successful in this role, you will need:
- Attention to detail
- Proactive communication
- Commitment to getting it right first time
Requirements:
- Experience as an Administrator within financial services
- Good knowledge of financial planning processes, products and how a Financial Advisor operates
- Experience and enjoyment in preparing client meeting packs
- Experience using IO, Curo, Cashcalc or Dynamic Planner would be beneficial
The Company:
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise that achieving such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Benefits:
- Salary of £26,000 - £32,000
- Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
- Hybrid working after being signed off as competent (typically in line with probation sign off)
- 37.5 hours per week
- Excellent career progression, with individual development plans shaped around your desired career path
Locations: Talbot Green, Swanley, St Helens
IFA Client Service Associate in St Helens employer: Premier Jobs UK
Contact Detail:
Premier Jobs UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land IFA Client Service Associate in St Helens
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an IFA Client Service Associate role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its culture, and be ready to discuss how your experience aligns with their needs. Practise common interview questions and think about how you can showcase your attention to detail and proactive communication skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds as they make their decision.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s get you started on this exciting journey!
We think you need these skills to ace IFA Client Service Associate in St Helens
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the IFA Client Services Associate role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can be the vital link between Financial Advisers, Paraplanners, and clients!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your proactive communication and attention to detail will help us ensure the advice process runs smoothly. Keep it engaging and personal!
Showcase Relevant Experience: When filling out your application, make sure to showcase any experience you have with preparing client meeting packs or using tools like IO, Curo, or Cashcalc. We love seeing candidates who understand the financial planning processes and can hit the ground running!
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Premier Jobs UK
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning processes and products. Familiarise yourself with how a Financial Adviser operates, as this will help you demonstrate your understanding of the role and its importance during the interview.
✨Show Off Your Attention to Detail
Since this role requires a keen eye for detail, be prepared to discuss examples from your past experience where your attention to detail made a difference. Whether it’s preparing client meeting packs or ensuring data accuracy, highlight how you’ve excelled in these areas.
✨Communicate Proactively
Proactive communication is key in this role. Think of instances where you’ve effectively liaised with different departments or clients to resolve issues. Be ready to share these stories to showcase your ability to keep everyone informed and engaged.
✨Familiarity with Tools is a Plus
If you have experience using tools like IO, Curo, Cashcalc, or Dynamic Planner, make sure to mention it! Even if you’re not an expert, showing that you’re willing to learn and adapt to new software can set you apart from other candidates.
